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Latest insights

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Asian takeaways - Time Correction Thali

India's equity market has cooled since 2023, with weakened macro conditions and domestic consumption driving a decline relative to peers like China.

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Mayur Nallamala
Feb 02, 2026

Fool’s gold

A notable run-up in gold and silver prices, in the wake of speculative buying, has added to upside price risks in the near term.

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Mark Dowding
Jan 30, 2026

China – still the Yuan?

China is leading the way in global tech innovation, and quality companies are offering select opportunities to bottom-up investors.

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Richard Farrell
Jan 26, 2026

Polina’s Perspective: can African nations go it alone?

With a number of African countries opting out of IMF monetary assistance programs, we look at whether EM debt can be managed in a different way.

Greenpeace

Trade tensions eased this week as President Trump dropped the European tariff threat and declared a ‘future deal’ on Greenland.

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Mark Dowding
Jan 23, 2026

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